LFA
Level Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
2,893
+40
| +1% | +$8.78K | 0.2% | 55 |
|
|
2025
Q1 | $543K | Sell |
2,853
-754
| -21% | -$143K | 0.18% | 55 |
|
|
2024
Q4 | $791K | Buy |
3,607
+688
| +24% | +$151K | 0.29% | 47 |
|
|
2024
Q3 | $544K | Buy |
+2,919
| New | +$544K | 0.21% | 52 |
|
|
2024
Q2 | – | Sell |
-3,244
| Closed | -$585K | – | 69 |
|
|
2024
Q1 | $585K | Hold |
3,244
| – | – | 0.27% | 47 |
|
|
2023
Q4 | $493K | Sell |
3,244
-160
| -5% | -$24.3K | 0.24% | 45 |
|
|
2023
Q3 | $433K | Buy |
3,404
+219
| +7% | +$27.8K | 0.24% | 43 |
|
|
2023
Q2 | $415K | Sell |
3,185
-255
| -7% | -$33.2K | 0.23% | 44 |
|
|
2023
Q1 | $355K | Buy |
3,440
+162
| +5% | +$16.7K | 0.21% | 45 |
|
|
2022
Q4 | $275K | Sell |
3,278
-363
| -10% | -$30.5K | 0.18% | 45 |
|
|
2022
Q3 | $411K | Sell |
3,641
-609
| -14% | -$68.7K | 0.3% | 34 |
|
|
2022
Q2 | $451K | Buy |
4,250
+4,046
| +1,983% | +$429K | 0.33% | 34 |
|
|
2022
Q1 | $665K | Hold |
204
| – | – | 0.51% | 23 |
|
|
2021
Q4 | $680K | Buy |
+204
| New | +$680K | 0.52% | 26 |
|